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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,245 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 394 increasing their positions, 423 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
+38
Holders Change %
+3.15%
% of All Funds
18.01%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
98
Increased
394
Reduced
423
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M

Top Buyers

1
HCM
Howard Capital Management
Georgia
$133M
2
Bank of America
Bank of America
North Carolina
$1.12B
3
CWM
Congress Wealth Management
Massachusetts
$18.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
$10.8M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.09M
2
HNB
Huntington National Bank
Ohio
$32.7M
3
MHI
Miller Howard Investments
New York
$14.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
351
Crossmark Global Holdings
Texas
$1.93M – – –
RWA
352
Redmont Wealth Advisors
Illinois
$1.91M – – –
NS
353
NBC Securities
Alabama
$1.9M +$6.75K +50 +0.4%
RFC
354
Regions Financial Corp
Alabama
$1.9M -$69.4K -514 -4%
IAG
355
Investment Advisory Group
Massachusetts
$1.89M -$2.16K -16 -0.1%
PCA
356
Private Capital Advisors
Connecticut
$1.89M – – –
CPIG
357
Chicago Partners Investment Group
Illinois
$1.88M +$31K +229 +2%
SAF
358
Smith Anglin Financial
Texas
$1.87M -$20.3K -150 -1%
BRWA
359
B. Riley Wealth Advisors
Florida
$1.87M -$282K -2,100 -13%
EW
360
Evoke Wealth
California
$1.86M +$1.86M +13,793 New
MSFS
361
Main Street Financial Solutions
Pennsylvania
$1.86M +$2.97K +22 +0.2%
CPIA
362
Cornell Pochily Investment Advisors
New York
$1.84M +$2.03K +15 +0.1%
GIA
363
Gladstone Institutional Advisory
Florida
$1.84M +$15.9K +118 +0.9%
SWP
364
Summit Wealth Partners
Florida
$1.84M +$9.86K +73 +0.5%
VVP
365
Venture Visionary Partners
Ohio
$1.83M -$58.2K -431 -3%
USB
366
Union Savings Bank
Connecticut
$1.81M -$189K -1,400 -9%
PFT
367
Providence First Trust
Arizona
$1.8M +$1.35K +10 +0.1%
ECG
368
Edge Capital Group
Georgia
$1.8M -$111K -824 -6%
SYBT
369
Stock Yards Bank & Trust
Kentucky
$1.79M -$51.1K -378 -3%
NCM
370
NCM Capital Management
New Jersey
$1.77M – – –
FT
371
Fiduciary Trust
Massachusetts
$1.76M +$1.42M +10,523 +424%
FCP
372
Fidelis Capital Partners
Florida
$1.76M +$44K +325 +3%
PIMG
373
Patriot Investment Management Group
Tennessee
$1.75M -$6.08K -45 -0.3%
LPT
374
Legacy Private Trust
Wisconsin
$1.71M – – –
AP
375
Adero Partners
California
$1.71M – – –
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15
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